AI

Atria Investments Portfolio holdings

AUM $8.75B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.53B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$27.9M
3
+$21.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$21.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.4M

Top Sells

1
+$27.4M
2
+$16.8M
3
+$15.7M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$8.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.61M

Sector Composition

1 Technology 6.19%
2 Healthcare 4.59%
3 Financials 4.55%
4 Industrials 3.76%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$972K 0.04%
8,973
+2,778
402
$970K 0.04%
9,834
-40
403
$969K 0.04%
17,436
+488
404
$963K 0.04%
11,273
+1,916
405
$960K 0.04%
12,551
+2,069
406
$955K 0.04%
8,146
-5,398
407
$954K 0.04%
9,661
+1,086
408
$952K 0.04%
45,180
-2,135
409
$949K 0.04%
53,060
+3,001
410
$946K 0.04%
26,710
+1,974
411
$945K 0.04%
45,563
-9,115
412
$944K 0.04%
51,456
+5,784
413
$942K 0.04%
23,806
-8,278
414
$936K 0.04%
12,093
+3,123
415
$935K 0.04%
58,857
+43,492
416
$934K 0.04%
44,289
+202
417
$933K 0.04%
45,186
-8,708
418
$927K 0.04%
36,893
-2,961
419
$921K 0.04%
22,732
+1,850
420
$920K 0.04%
5,728
+1,518
421
$914K 0.04%
5,857
-92
422
$913K 0.04%
44,951
+2,107
423
$907K 0.04%
5,788
+1,963
424
$904K 0.04%
7,597
+783
425
$899K 0.04%
16,941
+7,948
15 16
17
18 19